Vanguard Capital Wealth Advisors

All 13F Filings

Location
Denver, CO
Most recent 13F
Q2 2026
Holdings value ($000)
147,600
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 132 147,600 13F-HR Vanguard Capital Wealth Advisors
Q1 2026 4/21/2026 120 108,083 13F-HR Vanguard Capital Wealth Advisors
Q4 2025 1/16/2026 128 125,016 13F-HR Vanguard Capital Wealth Advisors
Q3 2025 10/30/2025 134 125,058 13F-HR Vanguard Capital Wealth Advisors
Q2 2025 7/11/2025 115 100,840 13F-HR Vanguard Capital Wealth Advisors
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 124.3 K 84.2% 28.85 K 0 28.85 K
ETFs 23.27 K 15.8% 10.71 K 0 10.71 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
147,600
Holdings
132
QoQ value change ($000)
39,517 (36.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.